Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-146- 1.08% |
$4.19K - $4.68K
|
13.3K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75.4K+ 1.78% |
$2.16M - $2.42M
|
4.32M
$126M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
148K+ 6.97% |
$4.25M - $4.75M
|
2.28M
$66.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 0.22% |
$143 - $160
|
2.3K
$67.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
1.15K+ 12.78% |
$32.9K - $36.7K
|
10.1K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
273K+ 33.18% |
$7.82M - $8.74M
|
1.09M
$32M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
183K+ 174.59% |
$5.26M - $5.88M
|
288K
$8.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.52K+ 2.47% |
$130K - $145K
|
188K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 1.44% |
$3.24K - $3.62K
|
7.74K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
68.7K+ 11.03% |
$1.97M - $2.2M
|
692K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.36K+ 8.74% |
$154K - $172K
|
66.6K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
10.5K+ 2.76% |
$302K - $337K
|
391K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4.88K+ 3.24% |
$140K - $156K
|
156K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.31K- 11.63% |
$181K - $202K
|
47.9K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
9.19KNew |
$264K - $294K
|
9.19K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7KNew |
$201K - $224K
|
7K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
688+ 0.18% |
$19.7K - $22.1K
|
393K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1K+ 18.73% |
$232K - $260K
|
51.3K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
26.3K+ 4.59% |
$756K - $845K
|
601K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
334+ 1.01% |
$9.58K - $10.7K
|
33.4K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
636+ 6.43% |
$18.2K - $20.4K
|
10.5K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.24K+ 9.93% |
$93.1K - $104K
|
35.9K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
573+ 0.41% |
$16.4K - $18.4K
|
141K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9+ 0.02% |
$258 - $289
|
38K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.9K+ 61.41% |
$141K - $157K
|
12.9K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
11.9K+ 1.79% |
$340K - $380K
|
676K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
112K+ 75.2% |
$3.21M - $3.59M
|
261K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-928- 25.58% |
$26.6K - $29.8K
|
2.7K
$79K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
155K+ 16.86% |
$4.44M - $4.96M
|
1.07M
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.3K+ 1.68% |
$1.99M - $2.22M
|
4.21M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-58.6K- 7.72% |
$1.68M - $1.88M
|
700K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.82K- 8.01% |
$138K - $155K
|
55.4K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.01K- 0.87% |
$29K - $32.4K
|
115K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-156- 0.23% |
$4.48K - $5K
|
67.9K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
586K+ 56.97% |
$16.8M - $18.8M
|
1.61M
$47.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-187K- 59.06% |
$5.38M - $6.01M
|
130K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 4.38% |
$484K - $541K
|
402K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
371K+ 107.06% |
$10.7M - $11.9M
|
718K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.5K+ 5.25% |
$244K - $272K
|
170K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
105K+ 9.21% |
$3.02M - $3.38M
|
1.25M
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
69K+ 5.97% |
$1.98M - $2.21M
|
1.22M
$35.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 0.22% |
$574 - $641
|
9.19K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.83K+ 31.51% |
$196K - $219K
|
28.5K
$834K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-170- 0.73% |
$4.88K - $5.45K
|
23.2K
$679K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32.2KNew |
$924K - $1.03M
|
32.2K
$943K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50.7K+ 274.37% |
$1.45M - $1.62M
|
69.1K
$2.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
379+ 0.74% |
$10.9K - $12.2K
|
51.8K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
166+ 0.65% |
$4.76K - $5.32K
|
25.9K
$756K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
322+ 0.17% |
$9.24K - $10.3K
|
186K
$5.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.03K+ 18.29% |
$86.8K - $97K
|
19.6K
$573K
|